Primary Benefits
Eliminate costly quotation and order errors
Reduce lengthy quotation cycle times and cost of sales
Increase both selling effectiveness and efficiency
Improve sales pipeline and forecast visibility
Increase revenues, margins and customer satisfaction
Key Features
Account and contact management
Opportunity and pipeline management
Team selling and territory management
Needs analysis, guided selling and electronic catalogs
Product and service configurator
Customer-specific pricing and promotions
Quotation and proposal generation
Sales quota management
Alerts and business process auotmation
Calendar and activities synchronized with Microsoft Outlook
Web and mobile environments
Detailed Features
Account and Contact Management
Cameleon Direct Selling provides an access-controlled repository of all account and contact information needed to build strong customer relationships. Activity scheduling and history enable the sales team to work together in an organized and professional manner.
Opportunity Management and Sales Analysis
An opportunity includes key information about an individual sale - description, sales team, contacts, partners, competition, activities, stage in the selling process, weighted and global financial information, documents and sales proposals. Information can be viewed and updated at any time by members of the selling team. Any selling methodology can be easily implemented to track key steps and milestones in the process, ensuring a reliable analysis of all opportunities. A visual pipeline viewer with multi-criteria filters enables drill-down analysis by date, team member, market segment and more. Managers are given increased ability to understand the current pipeline, know why certain deals were won or lost, and coach the sales team in the most effective way.
Team Selling
Complex selling processes require sales teams to work together. Every account or opportunity can be assigned to a specific sales team, with controlled access to key elements including contacts, activities, documents and quotations. All data is centralized to combine efforts toward the primary objective - fulfilling the customer's requirements and closing the deal.
Product Catalogs and Guided Selling
Powered by Cameleon eCatalog, users can browse through catalogs, categories and items that contain rich-media content, and quickly compare products to facilitate the selection process. Standard items and configured products can both be viewed within the same catalog. Search by item number or by multiple item criteria. Cross-selling and up-selling help reps drive additional margin opportunities. Need assessment scripts guide the sales team by asking questions about desired usage and features, then present a list of ranked results based on user input. Powered by Cameleon ePricer, context-specific pricing y customer, sales channel, product, contract or promotional campaign can be automatically applied in the catalog, configurator or to the quote.
Product and Service Configurator
Powered by Cameleon eConfigurator, users are guided throughout the product or service selection and customization process. At each step, the configurator presents possible choices, checks constraint inconsistency, displays real-time pricing by option and provides a clear summary of the configured product. Nested Configuration and other advanced features support even the most complex offerings. Users are able to configure products and services to meet their exact requirements without training. For products with lengthy lists of options, unfinished configurations can be saved for completion at a later time.
Quotation Management
Quotations are dynamically created by the product or service configurator and items selected in the catalog. Revisions track any changes to the configuration, mix or price. Professional quality documents can be instantly generated, ready to send to the customer.
Sales Quota Management
Sales objectives can be defined, split, assigned and validated from the top down to each sales professional. Quotas are defined according to customizable elements - such as customer, quantity, market segment, or product family - and combined together. They express amounts or quantities spread across each month, quarter or semester. Throughout the fiscal year, results are compared against quota to identify gaps and provide greater visibility and accountability.
Business Process Management
Alert and workflow engines monitor the sales cycle, automatically executing tasks and internal communication associated with opportunity management. Workflow automates value-added integration processes such as the monthly update of sales forecasts, or even data synchronization and order integration with a company's back-office systems. Email alerts increase responsiveness, immediately informing key people when an opportunity moves to the final stage or alerting sales reps when a new lead has been identified by the marketing team.
Synchronization with Microsoft Outlook
Microsoft Outlook synchronization enables an update of Outlook contacts and calendar with Cameleon Direct Selling. Bidirectional data flows enable sales professionals to consult, modify and add contacts or activities from their mobile device, eliminating duplicate data entry.
Connected or Mobile Usage
Cameleon Direct Selling supports both connected and mobile use. Before leaving the office, sales professionals activate the data synchronization engine to update their mobile database. Once in the field, they have access to all information resources needed to fully manage the customer relationship and drive the sales process forward. Changes made locally are automatically applied onto the central database when reconnected.
Customization and Integration
Cameleon Direct Selling Direct Selling easily adapts to any sales process. Business logic and data fields can be modified to match exact company requirements without complex programming skills. Administration tools enable the customization of menus, tabs, field objects, interfaces, content and process so that the solution matches the requirements of each company. Webnative architecture is designed from the ground up to be flexible, open and to seamlessly coexist with other enterprise applications. Web services enable rapid, cost effective integration with both internal systems and external trading partners.
Security and Scalability
Password protected login ensures users only have access to pre-defined information, products and pricing. Secure Sockets Layer (SSL) support provides an additional level of security for sensitive data. Cameleon's J2EE architecture provides exceptional reliability and performance to scale from tens to thousands of users.
Top
Solutions
